Reporter Li Zheng

　　As the time approaches mid-2022, many listed companies have taken the lead in disclosing semi-annual report performance forecasts.

According to the data of Oriental Fortune Choice, as of June 16, 34 listed companies in the A-share market have released performance forecasts for the first half of 2022, of which 23 are expected to achieve a year-on-year increase in net profit attributable to shareholders of the parent company during the reporting period, accounting for than 67.65%.

　　According to the growth rate of net profit, among the above 34 listed companies, listed companies in new energy-related industries have the highest growth rate.

　　Among them, the lithium industry related to the new energy automobile industry chain (classified by Shenwan industry, the same below), the listed company Shengxin Lithium Energy is expected to have a year-on-year increase of 793.9% to 897.04% in net profit; the listed company in the lithium salt chemical industry Yahua Group is expected to net profit A year-on-year increase of 542.79% to 618.52%; the listed company of the photovoltaic industry, Yuneng Technology, is expected to increase its net profit by 243% year-on-year.

The above three listed companies are temporarily listed as the top three in terms of growth rate.

　　Yang Ruyi, a partner of Chunshi Group, said in an interview with a reporter from "Securities Daily" that the initial capital and policy investment in my country's new energy industry has achieved initial results. It is expected that with the gradual maturity of industrial technology, market and ecology, corporate profits will be increasing year by year.

　　"The development of the new energy industry is far from over, and it is expected that it will continue to receive strong support from policies and funds in the future. Relevant sectors have long-term investment value and deserve long-term attention." Yang Ruyi said.

　　In terms of the new energy vehicle industry, data provided by the China Automotive Power Battery Industry Innovation Alliance shows that benefiting from the surge in domestic new energy vehicle sales, the installed capacity of power batteries in my country in May 2022 was 18.6GWh, a year-on-year increase of 90.3% and a month-on-month increase of 39.9%. %.

According to data from the China Automobile Association, the sales volume of new energy vehicles in my country reached 447,000 in May, a year-on-year increase of 110% and a month-on-month increase of 49.6%, with a market share of 24%.

　　Liu Cunxin, assistant manager of Rongzhi Investment Fund, a subsidiary of Pai Pai.com, told the "Securities Daily" reporter that although the operation of the new energy vehicle industry in some areas was suspended from April to May due to the impact of the epidemic, the demand for power batteries decreased, but With the active and orderly resumption of work and production in Shanghai and other places, the industry has returned to normal operation.

It is expected that driven by policies and the successive introduction of new energy vehicle consumption subsidies in various places, the industry will be in a high prosperity range for a long time, especially the lithium battery-related industries in the industrial chain are expected to usher in a rise in volume and price, and some have strong innovation capabilities. Leading lithium battery companies with stable production and sales growth are worthy of attention.

　　"Securities Daily" reporters noticed that according to the industry classification, among the 23 pre-listed companies, in addition to the new energy industry, electronics (5), computers (4) and pharmaceutical biology (2) and other high-tech companies Listed companies in the technology industry also performed well.

　　Analysts in the electronics industry of Everbright Securities believe that the localization of the upstream core links of the electronics industry (such as the field of equipment and materials) has become an urgent need. The company's market share will be further enhanced.

　　"In the first half of the year, the epidemic situation repeated, and the demand for medical testing, medicine, medical consumables, etc. has increased, and the performance of related companies is naturally relatively bright." Yang Ruyi said that in the high-tech industry, only by mastering the core technology can you be more able to invest Value, because innovation and development will be a long-term topic of concern for the capital market in the future.

(Securities Daily)